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James Jude Holtzman

Ceo, President, Cco And Wealth AdvisorLegend Financial Advisors IncCRD 4292875

About James Jude Holtzman

James Jude Holtzman is listed as Ceo, President, Cco And Wealth Advisor at Legend Financial Advisors Inc in Pittsburgh, PA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Legend Financial Advisors Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Jude Holtzman work?

James Jude Holtzman is listed as Ceo, President, Cco And Wealth Advisor at Legend Financial Advisors Inc on SEC Form ADV.

How much of Legend Financial Advisors Inc does James Jude Holtzman own?

Form ADV reports a beneficial ownership band of 50-75%.

Legend Financial Advisors Inc

TitleCeo, President, Cco And Wealth Advisor
Ownership50-75%
Control personYes
Since2022
View Legend Financial Advisors Inc →